Why Regularly Reviewing Employee Benefits Matters

401k announcement

In the past several weeks, I have worked with individuals who have had MAJOR announcements regarding their employer retirement plans.

  • Adding Roth 401k contribution option
  • Removing After-Tax 401k contribution option
  • Removing employer match
  • Changing vesting schedules

ALL were substantial changes that affect your financial plan. When was the last time you reviewed your employee benefits?


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

LPL Tracking: 1-05143828

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